HCKIX Mutual Fund

HCKIX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
+0.46%
3 Months
+3.24%
6 Months
+5.36%
YTD
+6.27%
1 Year
+14.46%
3 Years (annualized)
+11.31%
5 Years (annualized)
+6.30%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCKIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+5.54%
vs Peers
+0.73%

HCKIX Mutual Fund Performance

HCKIX performance across multiple time periods: 1-month 0.46%, YTD 6.27%, 1-year 14.46%, 3-year 11.31%, 5-year 6.30%, 10-year 8.98%.

HCKIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

HCKIX vs another fund shows side-by-side returns. HCKIX alternatives are available in the Mutual Fund Screener.